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Flexibility In some cases, process is necessary. But often, too many processes can have a detrimental effect on your customer conversations. When we prioritize process over people, we lose sight of the end goal: helping customers achieve the results they desire. If you want to thrive in a customer success role, learning to be flexible will help you hold your ground, especially when faced with on-the-ground situations and decisions. Instead of thinking of customer success as a straight and narrow path, consider all the ways you can help your customers and choose the path that best suits their unique needs. Be Resourceful Speaking of flexibility, customers may contact you with issues that may not be easily resolved.

In the face of these challenges, it is important to be resourceful. Author Todd DeWitt explains: This is a Phone Number List skill you have to have because you know what? You'll never have enough time, the perfect skills of your team, or a big enough budget. In this field, you will most likely be required to come up with creative solutions to meet customer needs. Empathy When customers come to your company for support or advice, they expect you to help. They also want to feel heard during the process. There are some simple ways to show that you're on their side and committed to helping them, including celebrating their successes or showing genuine concern when things don't go as planned.



These small considerations can make a huge difference when it comes to creating a positive experience across the board. Consciously remind yourself how you would want to be treated if you were in your customer's shoes. In most cases, this level of mutual understanding helps clients relax and sets the tone for a more productive conversation, despite any setbacks they experience. Positive Attitude In addition to being empathetic, it is important to always maintain a positive attitude when interacting with customers and the larger team. Your customers may be frustrated when they first contact you, but your tone and mindset can make their experience better. When an interaction becomes tense, don't take it personally. Remember, your role’s core function is to help and use that as your north star.

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